2024-12-06T15:18:59+00:00 2023-12-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-01-01 592249340 THE GENESIS HEALTH FOUNDATION INC GENE 9043457600 3599 UNIVERSITY BLVD SOUTH Jacksonville FL 32216 J Britton Tabor CFO 9043457600 2024-12-06 true true Amy Bibby P00445891 8282542254 2024-12-06 2023 2024-10-15 13:58:12Z BROOKS HEALTH FOUNDATION J Britton Tabor 3599 UNIVERSITY BLVD SOUTH Jacksonville FL 32216 2027710 false X WWW.BROOKSREHAB.ORG X 1992 FL SUPPORT AND FUNDRAISING FOR GENESIS HEALTH, INC. (BROOKS HEALTH SYSTEM) AND ITS AFFILIATES 3 1 0 0 0 0 529271 1247537 0 0 0 0 355526 410302 884797 1657839 451696 508257 0 0 211710 289233 0 0 0 146784 167806 810190 965296 74607 692543 6990548 8868750 6990548 8868750 0 0 TO ADVANCE THE HEALTH AND WELL-BEING OF PERSONS REQUIRING REHABILITATION THROUGH SUPERIOR OUTCOMES, SERVICE, EDUCATION, AND RESEARCH. false false 902498 508257 See Schedule O. 902498 true true false false false false false false false true false false true true true false true false false false false false false true false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 3 1 false false false false true true true true true false false true true true true true true true true false X X J Britton Tabor 9043457600 3599 UNIVERSITY BLVD SOUTH Jacksonville FL 32216 Douglas M Baer Chairman/President 1.0 51.0 X X 0 583131 69297 J Britton Tabor CFO 1.0 51.0 X X 0 436599 7929 Eric Mann Board Member 1.0 5.0 X 0 47700 0 Howard Serkin Board Member 1.0 5.0 X 0 34200 0 Kris Roberts Board Member 1.0 51.0 X 0 280144 33150 Victor DeRienzo Board Member 1.0 51.0 X 0 264570 49667 0 1646344 160043 0 false true false 0 1247537 1247537 0 0 0 0 0 0 0 0 0 665297 309065 356232 356232 111742 60806 50936 50936 Other Operating Revenue 900099 3134 3134 0 0 0 0 3134 1657839 0 0 410302 508257 508257 244369 205270 39099 10211 8475 1736 17575 14412 3163 17078 13833 3245 1323 1323 1642 113 1529 0 16492 16492 15211 14298 913 33431 26745 6686 1216 1216 15672 12538 3134 Development Expenses 43983 43983 Program Expenses 25968 25968 Dues & Subscriptions 11536 9806 1730 Miscellaneous Expenses 1332 1092 240 0 0 0 0 965296 902498 62798 0 169672 669322 0 0 67406 59244 5146 0 423887 171739 880421 252148 0 0 5867903 7888036 6990548 8868750 202654 195608 60417 228755 0 6727477 8444387 6990548 8868750 X 0 0 6990548 8868750 X 692543 -692543 X X false true X true false X 693572 556572 1121263 529271 1247537 4148215 0 0 693572 556572 1121263 529271 1247537 4148215 419069 3729146 0 0 128996 -9225 74950 91862 111742 398325 4546540 0 0.8202 0.9197 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - SALES OF INVENTORY, COLUMN A - 37890.0, COLUMN B - 16130.0, COLUMN C - 74950.0, COLUMN D - 91862.0, COLUMN E - 111742.0, COLUMN F - 332574.0; DESCRIPTION - FUNDRAISING EVENTS, COLUMN A - 91106.0, COLUMN B - -25355.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 65751.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 269681 27685 241996 15196 14980 216 139010 129074 9936 252148 Due From Affiliates 7888036 Other Receivables 0 7888036 10295 Amounts Held on Behalf of Affiliates 5707950 Section 170 CRAT Liability 2726142 Other Liabilities 0 8444387 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF GENESIS HEALTH, INC., THE SOLE MEMBER. THE FOLLOWING DISCLOSURE APPLIES TO THE SYSTEM AS A WHOLE: GENESIS HEALTH, INC. IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. Golf Tournament 357250 357250 218442 Par Tee 308047 308047 90623 0 665297 665297 309065 309065 356232 true Genesis Health Inc 3599 University Blvd South Jacksonvile FL 32216 592249370 501(c)(3) 508257 Support of the various community programs of Brooks Health System. Related party. See schedules O and R. 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Brooks Health Foundation raises funds to support the community programs of Brooks Health System. See Schedule O for a description of the programs. false false false false false false false false false Douglas M Baer Chairman/President 0 579270 0 0 0 3861 0 51959 0 17338 0 652428 0 0 J Britton Tabor CFO 0 432738 0 0 0 3861 0 0 0 7929 0 444528 0 0 Victor DeRienzo Board Member 0 263562 0 0 0 1008 0 24829 0 24838 0 314237 0 0 Kris Roberts Board Member 0 279136 0 0 0 1008 0 15906 0 17244 0 313294 0 0 Schedule J, Part I, Line 3 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES DIRECTLY. CERTAIN BOARD MEMBERS AND MANAGEMENT OFFICIALS ARE COMPENSATED BY BROOKS HEALTH SYSTEM, A RELATED ORGANIZATION. THE BOARD OF BROOKS HEALTH SYSTEM USES THE FOLLOWING METHODS TO DETERMINE EXECUTIVE COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION STUDY OR SURVEY - APPROVAL BY COMPENSATION COMMITTEE Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE ORGANIZATION IS GENESIS HEALTH, INC. (DOING BUSINESS AS BROOKS HEALTH SYSTEM), A FLORIDA NOT FOR PROFIT CORPORATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE NUMBER OF DIRECTORS OF THE ORGANIZATION SHALL BE NOT LESS THAN FIVE OR SUCH GREATER NUMBER AS MAY BE ESTABLISHED FROM TIME TO TIME BY THE SOLE MEMBER OF THE ORGANIZATION. THE DIRECTORS SHALL BE DESIGNATED ANNUALLY BY THE SOLE MEMBER OF THE ORGANIZATION, TO HOLD OFFICE FOR ONE YEAR OR UNTIL THEIR SUCCESSORS ARE DESIGNATED AND QUALIFY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE ORGANIZATION SHALL NOT, WITHOUT THE PRIOR APPROVAL OF THE SOLE MEMBER OF THE ORGANIZATION, PERFORM ANY OF THE FOLLOWING ACTS: - APPROVE ANY ANNUAL OR LONG TERM CAPITAL AND OPERATIONAL BUDGETS OR ANY CHANGES THEREIN EXCEEDING FIVE PERCENT OF THE TOTAL ORIGINAL BUDGET, - APPROVE ANY NEW, OR ANY CHANGES TO EXISTING LONG-TERM OR MASTER INSTITUTIONAL PLANS OF THE ORGANIZATION, - APPROVE A PLAN OF DISSOLUTION OF THE ORGANIZATION, - AGREE TO ANY CONTRACT OR ENGAGE IN ANY TRANSACTION WHERE THE AMOUNT INVOLVED EXCEEDS $100,000, - APPROVE A PLAN OF MERGER OR CONSOLIDATION OF THE ORGANIZATION WITH ANOTHER ORGANIZATION, - ORGANIZE OR ACQUIRE, OR AUTHORIZE OR APPROVE THE ORGANIZATION OR ACQUISITION OF, ANY SUBSIDIARY OR AFFILIATE OF THE ORGANIZATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS PREPARED BY MANAGEMENT. THE FORM WAS REVIEWED INTERNALLY AND THEN POSTED TO A SECURE INTERNAL WEBSITE ASSESSIBLE BY ALL BOARD MEMBERS. FORM 990 WAS PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE THEN PREPARED A SUMMARY THAT WAS PRESENTED TO THE BOARD OF DIRECTORS. Form 990, Part VI, Line 12c Conflict of interest policy EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE A FORM THAT WILL DISCLOSE ANY RELATIONSHIPS THAT MAY CREATE A CONFLICT OF INTEREST. THE FORMS ARE REVIEWED BY MANAGEMENT AND ANY CONCERNS ARE REFERRED TO THE BOARD IF NECESSARY. Form 990, Part VI, Line 15a Process to establish compensation of top management official GENESIS HEALTH USES AN OUTSIDE CONSULTANT FOR ALL OFFICER, EXECUTIVE, AND TOP MANAGEMENT OFFICIAL COMPENSATION DECISIONS. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MUST APPROVE ANY AND ALL DECISIONS REGARDING EXECUTIVE PAY. Form 990, Part VI, Line 15b Process to establish compensation of other employees GENESIS HEALTH USES AN OUTSIDE CONSULTANT FOR ALL OFFICER, EXECUTIVE, AND TOP MANAGEMENT OFFICIAL COMPENSATION DECISIONS. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MUST APPROVE ANY AND ALL DECISIONS REGARDING EXECUTIVE PAY. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Adjustment to Funds Held For Affiliates - -692543; Form 990, Part XII, Line 1 Change of accounting method or other type of acounting method This process has not changed from the prior year. FORM 990, PART III, LINE 4A: The Foundation is a publicly supported charity established to support the operations of Brooks Rehabilitation programs and services. The Foundation receives funding primarily through individual donations and fund raising events. In 2023, the Foundation received approximately $1,247,537 in contributions. Additionally, Brooks' employees donated $69,935 to provide uninsured and underinsured patients with medically necessary equipment and medications. Funds raised by the Foundation help support the many community service programs of Brooks Rehabilitation, some of which are highlighted below. BROOKS COMMUNITY BENEFIT PROGRAMS AS THE MOST COMPREHENSIVE REHABILITATION SERVICES PROVIDER, BROOKS RECOGNIZED THE NEED TO PROVIDE SERVICES AND OPPORTUNITIES FOR PATIENTS AFTER DISCHARGE AND BECAME A LEADER IN REINVENTING WAYS TO FURTHER THE CARE OF PEOPLE LIVING WITH DISABILITIES. IN ADDITION TO THE FULL CONTINUUM OF POST-ACCUTE SERVICES, BROOKS REHABILITATION PROVIDES ONGOING COMMUNITY BENEFIT PROGRAMS AND RESOURCES FOR PEOPLE LIVING WITH DISABILITIES TO PROMOTE THEIR SOCIAL, EMOTIONAL AND PHYSICAL WELL BEING LONG TERM. BECAUSE BROOKS REHABILITATION BELIEVES IN GIVING BACK, ALL THE COMMUNITY BENEFIT PROGRAMS ARE OFFERED AT LITTLE OR NO COST TO PARTICIPANTS. THESE COMMUNITY BENEFIT PROGRAMS ARE HIGHLIGHTED BELOW: ADAPTIVE SPORTS AND RECREATION (ADULT AND PEDIATRIC) THE ADAPTIVE SPORTS AND RECREATION COMMUNITY PROGRAMS OFFER MANY DIFFERENT ACTIVITIES FOR ALL AGES, INCLUDING BUT NOT LIMITED TO WHEEL-CHAIR BASKETBALL, QUAD RUGBY, PAINTING, WHEEL-CHAIR TENNIS, YOGA, BOWLING, BOCCE BALL, BILLIARDS, POWER SOCCER, WATER SKIING AND MANY MORE. THOSE LIVING WITH DISABILITES WHO PARTICIPATE IN THE ADAPTIVE SPORT AND RECREATION PROGRAMS, BUILD STRENGTH AND SELF CONFIDENCE, ENJOY COMPETITIVE ACTIVITIES, GAIN BODY AWARENESS AND INDEPENDENCE, LEARN NEW LIFE SKILLS AND MAKE NEW FRIENDS. BRAIN INJURY CLUBHOUSE THE BROOKS BRAIN INJURY CLUBHOUSE OFFERS ACTIVITIES AND TRAINING FOR INDIVIDUALS WHO HAVE EXPERIENCED A BRAIN INJURY. THIS UNIQUELY DESIGNED PROGRAM IS THE ONLY ONE IN THE STATE OF FLORIDA AND ONE OF ONLY 24 WORLDWIDE. THE CLUBHOUSE HELPS INDIVIDUALS REGAIN SOCIAL, PHYSICAL, COGNITIVE AND VOCATIONAL ABILITIES. IN ADDITION TO ACTIVITES SUCH AS FITNESS, DANCE AND ART, PARTICIPANTS ALSO HAVE THE OPPORTUNITY TO MANAGE CLUBHOUSE OPERATIONS, CONNECT IN THE COMMUNITY AND POTENTIALLY RETURN TO THE WORKPLACE. NEURO RECOVERY CENTERS THE BROOKS NEURO RECOVERY CENTERS OFFER THE LATEST TECHNOLOGY AND EQUIPMENT FOR CUSTOMIZED REHABILITATION AND THERAPY. THIS UNIQUE GYM ALLOWS THOSE WITH DISABILITIES TO IMPROVE FUNCTIONAL MOVEMENT AND ABILITIES. ALL PARTICIPANTS RECEIVE AN EVALUATION AND AN INDIVIDUALIZED PROGRAM DESIGNED TO MAXIMIZE THEIR POTENTIAL FOR NEUROPLASTICITY RECOVERY AND WELLNESS. APHASIA CENTER SEEING A GROWING NEED, BROOKS OPENED THE AREA'S FIRST APHASIA CENTER IN 2015 BASED ON RECOMMENDATIONS FROM THERAPY STAFF. THE BROOKS APHASIA CENTER PROVIDES THERAPY AND SUPPORT FOR THOSE LIVING WITH APHASIA DUE TO STROKE, TRAUMATIC BRAIN INJURY, BRAIN TUMORS AND OTHER NEUROLOGICAL DISORDERS. THE CENTER OFFERS TWO SPECIFIC PROGRAMS. FIRST THE COMMUNITY APHASIA PROGRAM ENCOURAGES MULTI-MODAILTY COMMUNICATION TECHNIQUES AND BUILDS CONFIDENCE IN COMMUNICATING. THE SECOND PROGRAM IS A SIX WEEK INTENSIVE AND IMMERSIVE REHABILITATION APPROACH. IN ADDTION, RESEARCH INNIATIVES FOCUS ON UNDERSTANDING BEST PRACTICE CARE AND SUPPORT THROUGH THE COLLECTION OF DATA. SCHOOL RE-ENTRY PROGRAM WHEN ASKED WHAT THEY WANT, CHILDREN WITH DISABLING INJURIES OR ILLNESS SAY THAT THEY WANT TO RETURN TO SCHOOL TO BE WITH THEIR FRIENDS. BROOKS REHABILITATION IS THE SOLE PROVIDER OF SCHOOL RE-ENTRY SERVICES IN NORTHEAST FLORIDA AND THE STATE DESIGNATED TREATMENT FACILITY FOR BRAIN AND SPINAL CORD INJURIES FOR CHILDREN. THE PROGRAM INCLUDES EDUCATION FOR CLASSMATES, SCHOOL PROFESSIONALS AND FAMILIES TO HELP THEM UNDERSTAND THE CHALLENGES AND NEEDS OF A STUDENT TRANSITIONING BACK INTO SCHOOL AND THEIR COMMUNITIES. HELEN'S HOUSE BROOKS' 40 UNIT HOSPITALITY HOUSE OFFERS TEMPORARY, VERY LOW-COST LODGING FOR BROOKS' PATIENTS AND THEIR CAREGIVERS WHILE THEY ARE RECEIVING TREATMENT. THE MAJORITY OF RESIDENTS COME FROM OUTSIDE THE AREA AND HAVE SUFFERED A TRAUMATIC INJURY OR ILLNESS. HELENS HOUSE PROVIDES ACCOMMODATIONS, SUPPORT AND AN UNDERSTANDING COMMUNITY FOR THOSE STRIVING TO REGAIN ABILITIES AND THEIR FAMILIES. FORM 990, PART VI, LINE 1: THE ORGANIZATION IS A SUBSIDIARY OF GENESIS HEALTH, INC., A 501(C)(3) ORGANIZATION. THE BOARD OF DIRECTORS OF THIS ORGANIZATION FAILS TO HAVE A MAJORITY OF INDEPENDENT BOARD MEMBERS PER THE DEFINITION PROVIDED BY THE IRS. PLEASE NOTE, HOWEVER, THAT THE SOLE MEMBER ORGANIZATION HAS A MAJORITY INDEPENDENT BOARD OF DIRECTORS, AND THROUGH ITS MEMBERSHIP PROVIDES GOVERNANCE OVERSIGHT OVER THE FILING ORGANIZATION. PLEASE SEE THE RESPONSES TO FORM 990, PART VI, LINES 6 THROUGH 7B FOR DETAILS ON THE SOLE MEMBER AND ITS AUTHORITY. Form 990, Part VI, Line 18: THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. ADDITIONALLY, RECENT FILINGS OF THE FORM ARE AVAILABLE ON GUIDESTAR.ORG. GENESIS HEALTH INC 3598 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592249370 HEALTHCARE FL 501(c)(3) Type III-FI NA false GENESIS REHABILITATION HOSPITAL INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593284221 HEALTHCARE / REHAB CARE FL 501(c)(3) 3 GENESIS HEALTH INC false PHYSICAL MEDICINE SPECIALISTS INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593530305 HEALTHCARE / PHYSICIANS FL 501(c)(3) Type II GENESIS REHABILITATION HOSPITAL INC false BROOKS HOME CARE ADVANTAGE INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 262216181 HEALTHCARE / HOME THERAPY FL 501(c)(3) 11 GENESIS HEALTH INC false GENESIS HEALTH DEVELOPMENT INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592249372 HEALTHCARE / REHAB THERAPY FL 501(c)(3) 11 GENESIS HEALTH INC false BROOKS SKILLED NURSING FACILITY A INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 272153586 HEALTHCARE / SKILLED NURSING FL 501(c)(3) 3 BROOKS SKILLED NURSING INC false BROOKS SKILLED NURSING FACILITY HOLDINGS A INC 1301 RIVERPLACE BLVD 1500 JACKSONVILLE FL 32207 272187557 REAL ESTATE HOLDING FL 501(c)(3) Type II BROOKS SKILLED NURSING INC false BROOKS SKILLED NURSING FACILITY HOLDINGS B INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 452623488 REAL ESTATE HOLDING FL 501(c)(3) Type II BROOKS SKILLED NURSING INC false BROOKS REHABILITATION CLINICAL RESEARCH CENTER INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 452094888 RESEARCH FL 501(c)(3) 4 GENESIS HEALTH INC false HB Outpatient Rehabilitative Services Inc 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 813748483 HEALTHCARE / REHAB THERAPY FL 501(c)(3) Type I Genesis Health Developement Inc false BROOKS SKILLED NURSING INC 3599 UNIVERSITY BLVD SOUTH Jacksonville FL 32216 264561148 HEALTHCARE / SKILLED NURSING FL 501(c)(3) 11 Genesis Health Inc false ST AUGUSTINE MOB LTD 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593397507 REAL ESTATE HOLDING FL NA N/A false false HB Deltona Rehabilitative Services 303 N Clyde Morris Blvd Daytona Beach FL 32114 862309610 Healthcare Rehabilitation FL NA N/A false false GH HOLDINGS INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593007328 HOLDING COMPANY FL NA C Corporation false GH MANAGEMENT INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592387438 HOLDING COMPANY FL NA C Corporation false GENESIS MANAGEMENT SERVICES INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592183211 MANAGEMENT SERVICES FL NA C Corporation false GH MEDICAL SERVICES INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592742895 MEDICAL SERVICES FL NA C Corporation false GH PARTNERSHIP HOLDINGS PPA INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593075438 INVESTMENT HOLDINGS FL NA C Corporation false false true false false false false false false false false false true false true true true false false false